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Kore Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Kore Private Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-984
Closed -$12K – 927
2020
Q2 		$12K Hold
984
– – ﹤0.01% 755
2020
Q1 		$10K Hold
984
– – ﹤0.01% 695
2019
Q4 		$13K Buy
+984
New +$12.1K ﹤0.01% 705
2019
Q2 		– Sell
-348
Closed -$4K – 681
2019
Q1 		$4K Hold
348
– – ﹤0.01% 806
2018
Q4 		$3K Buy
+348
New +$3.76K ﹤0.01% 777

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Kore Private Wealth's SCHB Position: Q3 2020 in Review

Kore Private Wealth sold out of Schwab US Broad Market ETF (SCHB) in Q3 2020, closing a stake of 984 shares — an estimated $12K sold.

Kore Private Wealth first reported a position in SCHB in Q4 2018 and held it in 5 quarters. The position peaked at $13K in Q4 2019. 670 funds tracked by Wall St. Rank hold SCHB as of Q3 2020.

  • Kore Private Wealth reported no remaining Schwab US Broad Market ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 984 Schwab US Broad Market ETF shares in Q3 2020, an estimated $12K.
  • Kore Private Wealth first reported a position in Schwab US Broad Market ETF in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Schwab US Broad Market ETF position peaked at $13K in Q4 2019.
  • 670 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.